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Documentation Index

Fetch the complete documentation index at: https://docs.kb2b.app/llms.txt

Use this file to discover all available pages before exploring further.

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Summary

kb2b Desktop pairs to your workspace via browser OAuth. No 6-digit codes, no token copy-pasting. Just confirm in your usual browser.

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Steps

  1. Open kb2b Desktop. On the welcome screen you’ll see “Link with kb2b”.
  2. Confirm the API URL. Default is https://kb2b.app. If your company uses a different instance, change it here.
  3. Click “Link with kb2b”. Your browser opens at https://kb2b.app/desktop/link.
  4. Sign in to kb2b if you aren’t already.
  5. Authorize the desktop client on the consent screen. You’ll see:
    • The device name you’re linking from
    • The workspace it will link to
    • The permissions it’s requesting (capture audio, read transcripts, etc.)
  6. Return to kb2b Desktop. The browser hands control back and the app shows the confirmed workspace name.
The session token is stored in the system Keychain (service ai.kb2b.desktop). It is not exposed as an environment variable.

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If something fails

If the browser doesn’t open or the flow hangs:
  • Cancel in the desktop app with the “Cancel” button
  • Confirm the URL is correct (https://kb2b.app for production)
  • Click “Link with kb2b” again
  • If it persists, check your kb2b session is active in the browser (open kb2b.app first)

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Unpair

On the Onboarding screen, once paired, there’s an “Unpair device” button. Click, confirm. The token is removed from the Keychain and the device is removed from the workspace in kb2b web. Screenshots and consent screen details pending.